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How To Use Reconnect's Large Batch Staffing Sheet

Generate staffing sheets seamlessly for large batches of clients

Written by Julie Wright
Updated today

Staffing Sheet V2 is designed to allow programs to run larger reports by enabling reports to generate in the background.

What’s Changed (Key Improvement)

The primary update is that staffing reports now:

  • Generate in the background

  • Allow for longer processing time

  • Prevent timeouts when running large batches

How to run a Large Batch Report:

Step 1: Navigate to Reports

  1. Go to the Reports tab in Reconnect Manager.

  2. Select the new option: “Staffing Sheet V2.”

Tip: Don't see the tab? Reach out to Reconnect to ensure the feature is enabled for your program.

Step 2: Configure Your Report

Follow the same process you currently use for staffing sheets:

  • Select the sections you want included

  • Choose the date range (start and end date)

  • Select the participants/clients to include

Once all selections are made, click “Fetch Report.”



Step 3: Report Begins Generating (New Behavior)

  • After clicking Fetch Report, you will see a message at the top of the screen:
    “Generating Report.”

  • The report will now generate in the background, rather than timing out.

  • You do not need to stay on this page — you can navigate elsewhere in Reconnect while the report processes.

Step 4: Check Report Status

  • To check progress, return to Staffing Sheet V2.

  • At the bottom of the page, you will see a Report History section.

Each report will display:

  • Date generated

  • Current status:

    • Processing → Report is still generating

    • Completed → Report is ready to download

Step 5: Download Completed Report

  • Once the status shows Completed, you can download the report directly from the Report History section.

  • The report is available in PDF or CSV format. Select the icon for your desired report format, and the download should begin automatically.



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